20/20 Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

20/20 Capital Management’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$288K	Sell	6,091 -1,675	-22%	-$79.5K	0.07%	136
2021 Q1	$355K	Buy	7,766 +76	+1%	+$3.34K	0.1%	116
2020 Q4	$326K	Sell	7,690 -638	-8%	-$23.7K	0.1%	125
2020 Q3	$272K	Buy	8,328 +3	+0%	+$99	0.1%	125
2020 Q2	$283K	Sell	8,325 -1,407	-14%	-$41.1K	0.11%	112
2020 Q1	$277K	Sell	9,732 -1,426	-13%	-$46.6K	0.12%	114
2019 Q4	$405K	Buy	+11,158	New	+$389K	0.16%	95

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

20/20 Capital Management's SPMD Position: Q2 2021 in Review

20/20 Capital Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 22% in Q2 2021, selling an estimated $79.5K and leaving 6,091 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #136.

20/20 Capital Management first reported a position in SPMD in Q4 2019 and has held it in 7 quarters since. The position peaked at $405K in Q4 2019. 338 funds tracked by Wall St. Rank hold SPMD as of Q2 2021.

20/20 Capital Management held 6,091 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $288K as of Q2 2021.
20/20 Capital Management sold 1,675 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2021, an estimated $79.5K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of 20/20 Capital Management's portfolio in Q2 2021, its #136 holding.
20/20 Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $405K in Q4 2019.
338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.